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ST JAMES PLACE GREATER EUROPEAN PROGRESSIVE - Fund overview

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Overview of ST JAMES PLACE GREATER EUROPEAN PROGRESSIVE

Managed by one of the most experienced investment teams based in "the City", the fund not only benefits from this, but also the bespoke approach to investment taken by the team.

Standard Initial Charge

5.00% 5.00%

Fund summary

Sector  Europe Including UK
Product type  UNIT TRUST
Launched  December, 1969
Size  £444m
Yield 0.7%
Charging basis  –
Dividends paid  15/1.
Bid price(inc) 1,158.00p
Bid price(acc) 2,032.00p

Fund Charges

Standard Initial charge 5.00%
Initial charge via Bestinvest 5.00%
Additional bid/offer spread 0.18%
Annual management charge 1.50%
Total expense ratio 2.08%
Reduction in yield (10yr) 2.60%

Bestinvest says


No information available.

Portfolio

st james place greater european progressive asset allocation illustration
Allocation Proportion
Equity 90%
High yield bonds
Quality bonds 5%
Property
Commodities
Hedge
Fund cash 5%
st james place greater european progressive equity geographic illustration
Allocation Proportion
UK 33%
Europe 62%
Nth America 0%
Japan 0%
Pacific 0%
Other Equity 5%
st james place greater european progressive equity capitalisation illustration
Allocation Proportion
Large Caps 45%
Mid Caps 35%
Small Caps 20%

Investment process


The aim is maximum total return by way of capital appreciation and income. The fund invests at least 80% in Europe, including the UK. The managers concentrate on seeking opportunities for exceptional growth in undervalued stocks that may be less popular, but which, in their opinion, may offer good value for money. This bottom-up style means country-wise asset allocation varies sharply.

The value of your investments and the income from them can go down as well as up, and you can get back less than you originally invested. Past performance or any yields quoted should not be considered reliable indicators of future returns. Before investing in funds please check the specific risk factors on the key features document or refer to our risk warning notice as some funds can be high risk or complex; they may also have risks relating to the geographical area, industry sector and/or underlying assets in which they invest. Prevailing tax rates and relief are dependent on your individual circumstances and are subject to change.

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